NYSE$IHS

IHS Holding · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Revenue rises 8.3% to $455.1M as adjusted EBITDA margin holds at 57.5%

IHS Holding Limited reported Q3 2025 results for the period ended September 30, 2025, with revenue of $455.1 million, up 8.3% year over year despite a 3.0% headwind from the Kuwait disposal. Organic revenue grew 6.6% on continued colocation, lease amendments and new site additions, supplemented by a 4.7% FX translation benefit led by Naira appreciation. Adjusted EBITDA increased 6.3% to $261.5 million for a 57.5% margin. Income for the period was $147.4 million versus a $205.7 million loss a year ago, primarily on favorable Naira-related finance movements. Cash from operations rose 42.3% to $259.6 million and ALFCF surged 81.2% to $157.8 million. The company raised full-year 2025 guidance across revenue, adjusted EBITDA and ALFCF.

  • Revenue was $455.1M (+8.3% YoY) with organic growth of 6.6% despite Kuwait divestiture headwind
  • Adjusted EBITDA grew 6.3% to $261.5M; margin was 57.5%, in line with Q2 2025
  • Income for the period was $147.4M vs a $205.7M loss in Q3 2024 on improved finance results
  • Cash from operations rose 42.3% to $259.6M; ALFCF increased 81.2% to $157.8M
  • FY2025 guidance raised: revenue $1.72–1.75B, adjusted EBITDA $995M–1.015B, ALFCF $400–420M

Headline financials

Total Revenue

$455M

No prior period
EPS (adj)

$0.44

No prior period
Adjusted EBITDA

$262M

No prior period
Adjusted EBITDA Margin

57.5%

No prior period
Adjusted Levered Free Cash Flow

$158M

No prior period
Colocation Rate (x)

1.48

No prior period
Net Income

$147M

No prior period
Operating Income

$160M

No prior period

Revenue & EPS history

IHS · Revenue · Quarterly

$455M

Q3 2025
Beat estimate in 10 of 13 quarters(77%)
ActualEstimate

Revenue by segment

IHS · $455M total across 3 segments · Q3 2025

  • Nigeria
    $268M
  • Sub-Saharan Africa (ex-Nigeria)
    $136M
  • Latin America
    $51.2M

Forward guidance

IHS raised FY2025 outlook on strong year-to-date performance and favorable FX, while maintaining capex and leverage targets.

Tailwinds

  • Revenue guidance raised to $1.72–1.75B from $1.70–1.73B
  • Adjusted EBITDA guidance raised to $995M–1.015B
  • ALFCF guidance raised to $400–420M; consolidated net leverage at 3.3x within 3.0–4.0x target

Headwinds

  • Organic growth partially offset by churn from MTN Nigeria site vacates and 9mobile agreement
  • Total capex up 16.3% YoY in Q3 to $77.3M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+4.3%

Avg return

Earnings day

+6.0%

Avg return

5 days after

+4.5%

Avg return

30 days after

69%

9 / 13 earnings

Positive

+24.6%

Q4 2022

Best reaction

-14.1%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.4%-0.1%+0.5%
Q3 2025+3.9%-4.3%+18.4%
Q4 2024+13.3%+34.3%+26.3%
Q2 2024+16.4%+24.3%+11.4%
Q4 2023+13.1%+21.1%+40.6%
Q3 2023-5.7%-7.2%-21.4%
Q2 2023-12.0%-15.1%-38.8%
Q1 2023-5.9%-7.1%+2.5%
Q4 2022+24.6%+23.4%+32.1%
Q3 2022+9.2%+6.9%-6.2%
Q2 2022-14.1%-13.8%-21.1%
Q1 2022+6.7%+4.7%-4.9%
Q4 2021+5.1%+11.4%+18.7%
Q3 2021
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Q4 2011
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Q4 2010
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Q2 2010
Q1 2009

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